1. About these Terms of Business
This website is operated by UA Tax Ltd, company number 15178069, of 128 City Road, London, EC1V 2NX. You can contact us at info@uatax.co.uk or on 020 7081 9900.
These Terms of Business apply to use of the website, complimentary initial calls and paid tax consultations booked through the website. Your booking confirmation and these terms form the record of an appointment contract, so please save a copy. A separate engagement letter and schedules govern any continuing or project work and take priority for the services they cover.
2. General information, not personal advice
Website material explains general UK tax and accounting topics. It is not a tax opinion, legal advice, investment recommendation or a substitute for reviewing your facts. Rates, law and HMRC practice may change, and examples are simplified.
Do not sign, transfer, pay, file or omit an action solely because of website content. Obtain advice appropriate to the transaction and date.
3. When an adviser-client relationship begins
Sending an enquiry or booking an initial call does not appoint UA Tax. We must confirm scope, complete required identity, anti-money-laundering and conflict checks and agree the applicable terms. We may decline work where expertise, capacity, independence, risk or legal requirements make that appropriate.
A paid consultation creates a limited appointment contract for the scope described below. It does not by itself appoint UA Tax for tax returns, filings, correspondence, implementation or continuing advice.
4. Complimentary initial calls
A complimentary initial call lasts 15 minutes and is a suitability and scoping conversation for a possible ongoing or project relationship. It does not include substantive tax advice and should not be relied on to take or delay a tax, legal or financial action.
5. Paid tax consultations
The standard consultation is a 60-minute online meeting. The total amount charged at booking is £300. It covers advance review of the concise background requested and verbal discussion of the defined question, including the main tax issues, practical options, material risks, information gaps and sensible next steps.
If the discussion reasonably runs beyond the scheduled hour, no additional meeting fee is charged for that overrun. A reasonable overrun is not guaranteed, does not expand the agreed question and does not include further research, written advice or implementation.
Unless expressly included in the booking confirmation, the consultation does not include a formal written opinion, detailed calculations, valuations, legal documents, HMRC clearances, returns, filings, negotiations or implementation. Any later work is optional and requires a separate scope and fee.
Our comments are based on the information available at the meeting. We will identify where a conclusion remains provisional or depends on documents, valuations, overseas advice, legal advice or further research. You remain responsible for decisions and deadlines unless UA Tax separately accepts responsibility for them in writing.
6. Booking, payment and confirmation
You must provide accurate contact details, identify the question honestly and tell us about any material deadline. A booking is confirmed when payment has been completed and a confirmation is issued. The appointment date and time shown in that confirmation form part of the contract.
The total price is shown before payment. We do not store your complete card number; the payment provider processes payment under its own terms. TidyCal supplies the booking interface and Microsoft Teams is normally used for the meeting. Relevant third-party terms and privacy notices also apply to those services.
UA Tax may contact you before the meeting to clarify the question, request concise information or check whether the matter is suitable. If we cannot proceed because of a conflict, legal restriction or lack of suitable expertise, we will offer a full refund or, where appropriate, an alternative appointment.
7. Consumer cancellation rights
If you book wholly or mainly outside your trade, business, craft or profession, you will usually have 14 days from the day after the booking contract is made to cancel without giving a reason. This statutory cooling-off right does not generally apply where you book wholly or mainly for business purposes.
If you choose an appointment within the 14-day cancellation period, you expressly request UA Tax to begin supplying the service during that period. Preparation undertaken for your defined question and the consultation itself are part of that service. If you cancel after performance has begun, we may retain or charge a proportionate amount for the service supplied up to cancellation. Once the service has been fully performed, you lose the statutory right to cancel.
To cancel, send a clear statement to info@uatax.co.uk. You may use this wording: “I give notice that I cancel my contract for a UA Tax consultation.” Include your name, booking email, booking date and appointment date. We will acknowledge the cancellation by email.
Nothing in these terms limits rights or remedies that cannot lawfully be excluded.
8. Our cancellation, rescheduling and refund policy
In addition to any statutory right above, you may cancel for a full refund or reschedule once if you give at least 24 hours’ notice before the appointment. Use the change link in the booking confirmation or email info@uatax.co.uk.
Cancellations with less than 24 hours’ notice and non-attendance are normally non-refundable because adviser time has been reserved and preparation may already have been completed. We may make a fair exception for serious circumstances. Arriving late does not guarantee an extension, although a reasonable overrun is not charged where the adviser can accommodate it.
If UA Tax cancels or cannot provide the appointment, you may choose a suitable replacement time or a full refund. Approved refunds are initiated to the original payment method within 14 days; the payment provider or bank may take additional time to make funds available.
9. Documents, confidentiality and other attendees
Provide only the concise information relevant to the question before the meeting. Do not place unnecessary tax records, identity documents, bank details or special-category data in a public enquiry field. Use the secure route supplied by UA Tax for confidential records. Documents should be legible, complete and provided early enough for the agreed advance review.
We keep information confidential subject to legal, regulatory, professional, insurance and quality-control duties. Communications with an accountant or tax adviser do not generally carry the same legal professional privilege as communications with a solicitor. If privilege may be important, obtain legal advice before sharing material.
Tell us in advance if a spouse, business partner, solicitor or other person will attend. Their attendance may require your authority, their agreement to confidentiality and a conflict check. We may pause or end a discussion if authority, identity or confidentiality cannot be established.
10. Website availability and external services
We aim to keep the website available and accurate but do not guarantee uninterrupted access. Links and embedded services provided by third parties operate under their own terms. A link does not make UA Tax responsible for external content or service availability.
11. Content and acceptable use
UA Tax owns or licenses the website design, text, branding and other content unless stated otherwise. You may view and retain reasonable extracts for personal reference. Do not scrape, republish, misrepresent, sell, interfere with or use the site to introduce malicious code.
12. Responsibility and liability
Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any other liability that cannot lawfully be excluded or limited. Nothing affects mandatory consumer rights.
Subject to those protections, UA Tax is not responsible for loss caused by reliance on general website material, incomplete or inaccurate information supplied to us, action outside an agreed scope, missed deadlines we have not accepted in writing, or third-party services outside our reasonable control. Any separate engagement letter may contain service-specific responsibility and liability terms.
13. Complaints and governing law
If you are dissatisfied, email info@uatax.co.uk with the appointment details and the outcome you seek. We will acknowledge the complaint, investigate it fairly and explain our response and any relevant escalation route.
These Terms of Business and non-contractual matters arising from them are governed by the laws of England and Wales. Its courts have jurisdiction, subject to any mandatory right a consumer has to bring proceedings elsewhere.